Our Services

Retirement Planning

Planning for your retirement has never been easier. Let Bob show you the steps to securing your future.

Fixed Index Annuities

The key benefit to annuities is that your premium and credited interest can never be lost due to index volatility. Annuities help you maximize both the growth and safety for your hard earned retirement dollars, ultimately offering you the peace of mind you deserve.

Long Term Care

Long Term Care Insurance provides benefits in the event of a long-term illness or injury. Owning a long-term care policy allows you to choose where or how you receive care. Let me show you how to put your mind at ease for the future

Life Insurance

Your insurance needs are unique. When choosing a life insurance policy, it pays to consider your needs and the length of time you’ll need coverage. I can analyze your current situation and help you decide which type of policy is best for your budgetary and insurance needs

Individual Disability Insurance

An accident. An injury. Are you prepared for such an event? Who will take care of you and your family? Your bills? With an individual disability policy, you can rest assured that all will be taken care of if an unfortunate incident should happen.

Estate Planning

Estate planning is just one necessary part of a comprehensive financial plan. A comprehensive estate plan typically includes the use of a Will, Revocable Living Trust and Powers of Attorney for Health Care and Property to ensure that your loved ones are taken care of, assets are protected and administration expenses and taxes are minimized.